Behrens And Associates Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Behrens And Associates Inc · EIN 954460624 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 112
- With balances
- 142
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Integrity Financial Corporation CRD 137125 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrity Financial Corporation | Investment advisory (participants) | $32,252 |
| Paychex, Inc. | Recordkeeping | $5,911 |